See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,617 | $67,214-47.0% | $61,491-42.1% | $134,475-73.5% |
| Participation rate | 80.0% | 83.7%-3.7pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.05% | -12.08%-2.0pp | -12.98%-1.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,441 | $4,974-50.9% | $4,246-42.5% | $4,740-48.5% |
| Participant deferral / active EE | $3,793 | $6,103-37.9% | $5,188-26.9% | $6,400-40.7% |
| Admin fee / account holder | $6,461 | $4,610+40.2% | $4,312+49.9% | $11,426-43.4% |